Best Investors Account Sign in
Inactive

John Michael Baxman

Beacon Pointe Advisors, LLC

Larkspur, CA

Newport Beach, CA

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-12
  • CA RA
    APPROVED
    Since 2026-01-12

Branch Locations

1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Litman Gregory Asset Management, Llc Larkspur CA 08/2009 02/2026
Beacon Pointe Advisors, Llc Larkspur CA 01/2026 Present
Previous Registrations
  • 2013-01-14 → 2026-02-26
    Litman Gregory Wealth Management, Llc
    Larkspur, CA
  • 1999-07-20 → 2009-08-13
    Strategic Advisers Llc
    Larkspur, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-15
S63 Uniform Securities Agent State Law Examination 1997-05-05
  • S65 Uniform Investment Adviser Law Examination
    1999-07-15
  • S63 Uniform Securities Agent State Law Examination
    1997-05-05
Designations
Other Names
  • John M Baxman

View on SEC IAPD

Other Firms

BROADWING CAPITAL ADVISORS, INC.
PMB ADVISORS
STRATEGIC ADVISERS LLC
EB FINANCIAL GROUP, LLC
SHIRA RIDGE WEALTH MANAGEMENT
WARM SPRINGS ADVISORS INC.
AMERICAN PACIFIC GROUP
ROSS CREEK CAPITAL MANAGEMENT, LLC

Other Investors

KELLY DOUGLAS KANE
MORGAN SELMI
PATRICK MICHAEL BERESH
THOMAS NOWROUZI
YEISON MAZARIEGOS BARRIOS
DANIEL LEE RASMUS
JEFFREY LIMETA
GUSTAVO SANCHEZ

Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
STRATEGIC ADVISERS LLC · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA

More in Larkspur, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor